News•Feb 14, 2026
Cabinet Clears Rs 11,000 Crore Highway Projects in Maharashtra, Gujarat, Telangana Under PM GatiShakti
The Cabinet Committee on Economic Affairs approved highway projects worth over Rs 11,000 crore across Maharashtra, Gujarat and Telangana. Maharashtra will upgrade a 154.6‑km stretch of NH‑160A for Rs 3,320.38 crore, Gujarat will build a 107.67‑km 4‑lane segment of NH‑56 for Rs 4,583.64 crore, and Telangana will widen NH‑167 for Rs 3,175.08 crore. All projects follow PM GatiShakti principles, linking multiple economic, social and logistics nodes. The upgrades aim to boost freight efficiency and improve India’s Logistic Performance Index.
By The Economic Times (India) – Economy
News•Feb 14, 2026
Rubio to Europe: ‘We Care Deeply’
U.S. Secretary of State Marco Rubio delivered a sweeping address at the Munich Security Conference, urging a renewed, values‑based transatlantic partnership. He blamed de‑industrialization, unchecked migration, and climate‑policy mandates for eroding Western sovereignty and called for a joint push to...
By Foreign Policy
Blog•Feb 14, 2026
The Cocoa Crash: Is the Bottom Finally In?
The episode dissects the recent turbulence in the cocoa market, highlighting a modest 0.77% price bounce despite a projected 287,000 MT surplus and a 22% sales drop from major players. It explores the concept of "supply ghosts"—beans stranded at Ivorian...
By CropGPT Soft Commodity Pricing
News•Feb 14, 2026
Dedicated Freight Corridor Won’t Divert Cargo Volumes to Competing Ports, Says APSEZ
Adani Ports and Special Economic Zone (APSEZ) says the Western Dedicated Freight Corridor (DFC) will not erode cargo volumes at its flagship Mundra Port. The company cites Mundra’s deep draft, faster vessel turnaround and integrated logistics ecosystem as structural advantages...
By The Hindu BusinessLine – Economy
News•Feb 14, 2026
Honda, Toyota Voice Concerns over EU's 'Made in Europe' Plan
Japanese and British automakers Honda and Toyota have warned that the European Union’s proposed “Made in Europe” plan could limit their market access. The initiative, driven by EU Executive Vice‑President Stephane Sejourne, seeks to curb cheap Chinese imports and boost...
By Nikkei Asia – Economy
Blog•Feb 14, 2026
How To Make Money During School
Students can earn supplemental income by selecting flexible, low‑commitment gigs that fit around class schedules. Options range from tutoring peers and freelance online tasks to reselling items, babysitting, and micro‑surveys. Each opportunity leverages existing skills or assets, turning spare time...
By Just Start Investing
News•Feb 14, 2026
Tax Missteps Happen — Even When Two Financial Pros Are Married
The New York Times piece reveals that married financial planners still stumble over tax filings, citing a Roth‑conversion penalty and a missed $7,500 dependent‑care credit cap increase. The errors, each under $1,000, stem from logistical oversights rather than ignorance. The article highlights...
By The New York Times – Your Money
Blog•Feb 14, 2026
Week Signals: The European Unicorn
This episode of Week Signals examines why Europe, often dismissed as stagnant, is actually a strong investment "unicorn" despite its self‑deprecating narrative. It contrasts the bleak rhetoric from Munich Security Conference speakers with data showing European equities outperforming US markets,...
By Geopolitical Dispatch
News•Feb 14, 2026
Why Does India Need More Energy Suppliers? Union Minister Piyush Goyal Explains
Union Minister Piyush Goyal warned that India’s rapidly expanding energy demand requires a broader base of crude oil suppliers. He argued that additional sources are essential to keep import prices competitive and to shield the economy from supply shocks. The...
By Mint (India) – Economy
Blog•Feb 14, 2026
Elliott Wave Analysis of USDJPY – February 16th, 2026
USDJPY fell 450 pips last week after Japan’s finance minister Sanae Takaichi signaled stricter fiscal discipline. The drop reflects bearish momentum in the pair, prompting Elliott Wave analysts to pinpoint a critical support level that must be broken for bears...
By EWM Interactive – Forex
News•Feb 14, 2026
Cabinet Clears Rs 1 Lakh Crore for India's Big Urban Reset; Aims to Unlock Rs 4 Lakh Crore Investment
The Indian cabinet approved a Rs 1 lakh crore Urban Challenge Fund (UCF) to drive market‑led urban infrastructure over the next five years. The fund offers 25% central assistance, requiring cities to raise at least 50% of project costs from bonds, loans or...
By The Economic Times (India) – Economy
News•Feb 14, 2026
FFSM: Sensible SMID Strategy, Competitive Returns, Worth Shotlisting
Fidelity Fundamental Small‑Mid Cap ETF (FFSM) is an actively managed, non‑transparent fund that combines quantitative screening with fundamental research. Since its 2024 strategy shift, FFSM has outperformed the S&P 500 and several SMID peers such as IJH and SMMD, driven by...
By Seeking Alpha – ETFs & Funds
News•Feb 14, 2026
Andhra Pradesh Budget 2026-27 Worth ₹3.32 Lakh Crore — What's in for Women, Govt Employees, Health, Agriculture
Andhra Pradesh unveiled its FY 2026‑27 budget at ₹3.32 lakh crore, marking a roughly 8% increase over the previous year. The plan earmarks substantial allocations for women‑focused initiatives, government employee welfare, health infrastructure, and agricultural support. Health spending is set to rise 15%,...
By Mint (India) – Economy
News•Feb 14, 2026
Can Prediction Markets Fix a Multi-Billion-Dollar Information Gap for African Startups?
African tech startups repeatedly waste capital because founders lack reliable market data, leading to costly pivots and failures. The continent’s ecosystem raised $4.1 billion in 2025, yet 54% of startups still collapse, reflecting a multi‑billion‑dollar information gap. Prediction markets—already familiar through...
By TechCabal
News•Feb 14, 2026
France, Germany Launch Sh7.2 Billion Plan to Digitalise TVET Institutions
France and Germany, through the French Development Agency and Germany's KfW Development Bank, have launched a Sh7.2 billion (€46.85 million) programme to digitalise Kenya’s technical and vocational education and training (TVET) institutions. The initiative follows a recent Kenya‑EU partnership agreement and aims...
By Daily Nation (Kenya) – Business
News•Feb 14, 2026
UTF Vs. ASGI: Why A 6% Discount And Rate Cut Cycle Make UTF The Obvious Choice
Cohen & Steers Infrastructure Fund (UTF) received a Buy rating, while abrdn Global Infrastructure Income Fund (ASGI) was placed on Hold due to its premium valuation. UTF trades at a 6 % discount to NAV and carries 29.7 % leverage, positioning it to...
By Seeking Alpha – ETFs & Funds
Social•Feb 14, 2026
South Africa's Record Real Rates Prompt Slow, Steady Cuts
South African rates are restrictive. The real policy rate is the highest it’s been in 20 years, and they expect growth. They are suffocating the economy with high real rates. However, we can expect more rate cuts throughout the year,...
By Talk Cents
Blog•Feb 14, 2026
January’s Mild Inflation Report Comes with ‘Qualifications’
January’s consumer‑price index showed modest headline inflation, rising 0.3% month‑over‑month and 3.2% year‑over‑year, but the report included several qualifiers. Core CPI eased to 4.8% annual, driven by lower energy costs, while shelter and services remained sticky. Analysts highlighted the mixed...
By TipsWatch (Treasury Inflation‑Protected Securities)
News•Feb 14, 2026
India Must Shift From Growth at Scale to Productivity for Viksit Bharat 2047: KPMG Report
KPMG’s new report urges India to move from a scale‑driven growth model to one focused on productivity as it targets a Viksit Bharat by 2047. It outlines ten priority areas, including deepening manufacturing, upskilling a youthful workforce, modernising MSMEs, and...
By The Hindu BusinessLine – Economy
News•Feb 14, 2026
Makoko’s Five-Point Pact: Peace Today, the Implementation Test Tomorrow
After weeks of protests triggered by the Lagos State Government’s demolition of parts of Makoko’s stilt settlement, a five‑point agreement was signed to halt further construction, establish a community compensation committee, define regeneration boundaries, design a resident‑focused Water City project,...
By BusinessDay (Nigeria)
Social•Feb 14, 2026
Malaysia Beats Forecast, Yet MSMEs Face Headwinds
Malaysia’s Economic Outlook & Risks Full-year performance exceeds government’s upper ceiling based on 4Q 2025 data Outperformance —► Hawkish BNM bias. Chatter of tougher operating conditions on the ground, especially for micro, small and medium enterprises (MSMEs) including F&B sector are leading many...
By David Chuah
Social•Feb 14, 2026
Markets Discount Fed Cuts Amid Japan Election, Tariff Uncertainty
Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year: Last week began with the LDP's stunning victory in Japan. However, rather than sell-off as the market expected, the...
By Marc Chandler
Podcast•Feb 14, 2026•16 min
Episode 414 Option Trading Podcast February 13, 2026
In Episode 414 of The Weekly Option, host Eric reviews last week’s option trades on Open Door Technologies, Ocular Therapeutics, Ford Motor Company, and Bank of America, then presents four new trades for March expirations involving Cypher Mining, Core Scientific,...
By The Weekly Option
Social•Feb 14, 2026
Dollar Decouples: US Growth Rises as USD Falls
Great piece by @katie_martin_fx in the @FT on the correlation break happening for the Dollar. As Trump leans more and more on the Fed, positive data surprises like payrolls no longer lift USD. The US will boom this year. But...
By Robin Brooks
Social•Feb 14, 2026
Anti‑Trump Bias Skews Dollar and Inflation Forecasts
A lot of economic commentary is inflected by anti-Trump sentiment. That's why so many forecast the Dollar would go into a death spiral last year (it didn't) & why there's so much focus on inflation overheating now (it isn't). Yesterday's...
By Robin Brooks
Blog•Feb 14, 2026
Asian Marco Initial Thoughts: Data Impacting Asia 16 - 20 February & Markets Closed for Lunar New Year. Plus Things...
The episode outlines the upcoming market closures across Asia for the Lunar New Year and the U.S. President’s Day, detailing each country's holiday schedule and the impact on trading calendars. It highlights a surge in U.S. customs bond insufficiencies, reaching...
By Asian Market Sense
Social•Feb 14, 2026
EU Trade Surplus Shrinks as Tariffs and China Pressure
1/5 Reuters: "The EU's trade surplus kept shrinking, data showed on Friday, as tariffs weighed on exports to the U.S. and rising Chinese imports crowded out domestic production, highlighting existential threats to the bloc's economic model." https://t.co/91sJO2nGjP
By Michael Pettis
Social•Feb 14, 2026
Provincial Revenues Forecast 2‑3% Growth, Lagging Economy
1/4 SCMP: "Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue, broadly in line with last year but below broader economic growth targets, Fitch Ratings said in a research note." https://t.co/HwyAPw042O
By Michael Pettis
News•Feb 14, 2026
FCT: No Near-Term Growth Catalyst
First Trust Senior Floating Rate Income Fund II (FCT) remains a hold as its earnings growth stalls and its 11.7% yield faces pressure. Net investment income is insufficient to fully fund distributions, forcing the fund to rely on realized gains,...
By Seeking Alpha – ETFs & Funds
Social•Feb 14, 2026
China Cracks Down on Hidden Corporate IOU Market
1/3 Very interesting Caixin article on attempts by Chinese regulators to get their arms around "the opaque market for corporate IOUs that has allowed big-name companies to defer payments to suppliers on a massive scale." https://t.co/FIJywKAtIX
By Michael Pettis
Social•Feb 14, 2026
Swiss Inflation Near Zero as Money Growth Slows
Switzerland’s inflation rate is on the low end of its TARGET RANGE at 0.03%/yr. Switzerland’s money supply (M3) has been growing below Hanke's Golden Growth Rate of 4.40%-6.40%/yr since 2020 & is now only at 4.58%/yr. THE INFLATION STORY =...
By Steve Hanke
Blog•Feb 14, 2026
A Precious Metals & Miners Update
The episode reviews the recent market turbulence, highlighting how precious metals and mining stocks held up better than tech and crypto sectors during Thursday's massive sell‑off. A surprisingly mild U.S. CPI report on Friday helped the metals complex rebound, erasing...
By The Bubble Bubble Report
Social•Feb 14, 2026
China's State Funds Clamp Down on AI Stock Surge
China Deploys a ‘National Team’ of Investors to Keep AI Stock Boom in Check—Beijing’s group of state-linked funds tamps down market, fearing irrational speculation @kowsmann @ZyuelingSH https://t.co/3OudeHDvtd https://t.co/3OudeHDvtd
By Jonathan Cheng
Social•Feb 14, 2026
Saudi Arabia’s Oil Demand Plummets as Gas Powers Electricity
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
By Javier Blas
News•Feb 13, 2026
Taiwan Commits to $69 Billion US Energy Trade Pact
Taiwan's state-owned enterprises have signed a trade agreement with the United States committing to purchase $44 billion in liquefied natural gas and crude oil and $25.2 billion in power‑generation equipment by 2029. The deal, announced on Feb. 12, creates a $69 billion energy trade...
By Energy Intelligence
Social•Feb 14, 2026
China's January Financing Jumps 2.4% Year‑over‑year, Beating Forecasts
1/5 According to Caixin, China’s aggregate financing grew slightly faster than expected in January, rising by RMB 7.22 trillion. This was 2.4% more than in January 2025 and 10.4% more than in January 2024. It is equal to 5.1% of annual...
By Michael Pettis
Social•Feb 14, 2026
Tech Stocks' Valuations Soar, Yet Margins Remain Stretched
Biggest strength for Tech Stocks. and their biggest weakness? (stretched valuations are underpinned by stretched profit margins) https://t.co/JyYGvhtRlC
By Callum Thomas
News•Feb 13, 2026
Oil Prices Level Out Despite Possible Opec-Plus Supply Growth
Oil prices closed Friday largely unchanged after a session marked by sharp swings between macro‑economic headwinds and geopolitical support. Traders weighed the prospect of OPEC‑plus expanding output against lingering demand concerns. The market’s equilibrium suggests that supply‑side expectations have not...
By Energy Intelligence
Social•Feb 14, 2026
China's Railway Investment Climbs 5.5% in January
Xinhua: "China's railway sector completed 46.3 billion yuan (about 6.67 billion U.S. dollars) in fixed-asset investment in January, up 5.5 percent year on year." https://t.co/g109GF2REm
By Michael Pettis
Social•Feb 14, 2026
Pemex's Bond Return Shows State Risk, Not Confidence
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
By Art Berman Blog
News•Feb 13, 2026
Are AI Data Centers a Scapegoat for Rising US Energy Costs?
US retail electricity prices have spiked, prompting criticism of new AI data center projects. While AI‑driven facilities consume large amounts of power, they represent a modest slice of total grid demand. The backlash threatens a key source of future natural‑gas...
By Energy Intelligence
Social•Feb 14, 2026
China's Cheap Middle East Oil Squeezes West African Sellers
China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again, writes @JuneGoh_Sparta In this tight market, the Middle East has the upper hand. Sorry oil...
By Art Berman Blog
Social•Feb 14, 2026
China’s Inbound FDI Collapses as Outbound Investment Soars
For years, the world invested in China. Since 2022, foreign direct investment inflows to China have PLUNGED, while China's foreign investment outflows have SURGED. https://t.co/TCWhEPF7bq
By Steve Hanke
Social•Feb 14, 2026
OPEC+ Plans April Production Hikes Amid Sanctions
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia
By Art Berman Blog
Social•Feb 14, 2026
Disinflation Relief Meets Market Disruption Fear
CPI cools to 2.4%. Yields fall 18bps. S&P 500 posts its worst week since November. If inflation is easing… why aren’t stocks cheering? The market isn’t repricing rates. It’s repricing disruption. Disinflation Relief, Disruption Fear 👇 https://t.co/JM3yRs0tFM
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 14, 2026
China EV Sales Dip, Exports Surge 70% Abroad
China EV Sales Drop for First Time Since February 2024—Chinese exports of EVs and hybrids rise 70% in 2025 as automakers shift their focus overseas @ivy_jiahuihuang https://t.co/PdiFmEGPXg https://t.co/PdiFmEGPXg
By Jonathan Cheng
Social•Feb 14, 2026
Yield Drop Signals Benign CPI, Boosts Gold Prices
The 2-year Treasury yield (blue) fell sharply at 8:30 am today, a sign markets think today's CPI was benign and so the Fed cuts more. Bloomberg's XAU/$ gold price (white) rose around the same time, which is consistent with that...
By Robin Brooks
Social•Feb 13, 2026
No Bullish Catalyst for Oil in 2026, Repeat Likely
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
By Anas Alhajji
Social•Feb 13, 2026
Defensive Sectors Lead as Market Turns Bearish
Defensive rotation continues. Utilities and real estate led again, $VIX closed above 20, and my short-term trend model flipped bearish. I also answered questions on holding through earnings ($MAR), #Bitcoin correlation, and what makes a trader great. Watch here: https://t.co/dJtLYZYHoz
By David Keller, CMT
Social•Feb 13, 2026
Inverted Head‑Shoulders Pattern Shows 61% Success Rate
This classical pattern is called a continuation inverted head and shoulders. This is one of the most reliable patterns with a success rate of 61%, of which 43% travel to the target with minimum interruption. $CME @TechCharts #probabilities matter in...
By Peter Brandt